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Midyear Planning

Midyear Planning

by paulagooch | Jun 26, 2024 | Mason, Silver Advantage Alerts, Tax Planning and Consulting

By Judy Mason, CPA, CVA, CEPA – Partner and Nathan Sharp, CPA – Senior Manager Midyear tax planning enables individuals and businesses to proactively manage their tax obligations, identify potential savings, and make informed decisions for the remainder of the year....
Midyear Planning

Midyear Planning

by paulagooch | Jun 6, 2023 | Silver Advantage Alerts, Tax Planning and Consulting

By Judy Mason, CPA, CVA – Partner and Marco Loza, CPA – Manager As we approach the midpoint of the year 2023, it is the perfect time to assess your tax situation and explore strategies to optimize your financial position. Midyear tax planning enables individuals and...

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